Service portfolio

The portfolio is everything you offer, listed before anyone has requested it. Devices, software, internal services, whatever your organisation provides.

Two things live here, and keeping them apart makes the rest easier. A service is what someone books, with a price, a term and a lifecycle. A product is the physical item that ships and gets tracked in inventory. A service can carry products, which is why a laptop offer is a service with a device behind it rather than a product on its own.

A portfolio entry is only finished when it has an offer and, where something physical is involved, a bill of materials. Without the first it has no price. Without the second, nothing is delivered when the request goes through.

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Service PortfolioProducts vs. Services

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Start with the structure your catalogue sits in: Categories.